Retirement plan

STREAMLINE IRRIGATION, INC.

Name: STREAMLINE IRRIGATION, INC. - STREAMLINE IRRIGATION, INC. (2020) Form 5500
Creator: STREAMLINE IRRIGATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STREAMLINE IRRIGATION, INC., STREAMLINE IRRIGATION, INC.

STREAMLINE IRRIGATION, INC.EIN 45-3840708Plan #001PY 2020

3630 AVENUE 384 - KINGSBURG, CA 93631559-897-1516streamlineag.comLinkedIn1-10 employeestransportation/trucking/railroad

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$697K

+50.2% from 2019

Total participants

-9.8% from 2019

Average account balance

$40,976

+32.5% from 2019

Annual return

19.95%

+17.67 pp from 2019

Benchmarks

See 1,943 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants25-99

Cohort1,943 peers

Snapshot2020

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.37M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$62K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

58.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$298K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.86%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$1797

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2F2G2J2T3D

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$3K

$78 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.416%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$40,976

$64,324-36.3%

$118,914-65.5%

$79,856-48.7%

Participation rate

45.9%

64.9%-18.9pp

75.4%-29.5pp

69.6%-23.7pp

Annual return

19.95%

86.45%-66.5pp

35.89%-15.9pp

31.71%-11.8pp

Employer contribution / active EE

$1,392

$1,836-24.2%

$3,264-57.4%

$2,471-43.7%

Participant deferral / active EE

$2,476

$2,824-12.3%

$4,266-42.0%

$3,741-33.8%

Admin fee / account holder

$170

$4,040-95.8%

$6,582-97.4%

$5,306-96.8%

STREAMLINE IRRIGATION, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STREAMLINE IRRIGATION, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion